RFG Advisory’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

RFG Advisory’s Portfolio IDMO Stock Details IDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.61M	Sell	142,809 -427,616	-75%	-$25.4M	0.13%	103
2026 Q1	$31.3M	Buy	570,425 +12,606	+2%	+$721K	0.57%	23
2025 Q4	$31M	Buy	557,819 +62,863	+13%	+$3.42M	0.58%	22
2025 Q3	$26.7M	Buy	494,956 +481,399	+3,551%	+$25.2M	0.55%	27
2025 Q2	$695K	Buy	+13,557	New	+$645K	0.02%	521

Other funds holding IDMO

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM